Ivc Wealth Advisors LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Ivc Wealth Advisors LLC
- $181 Million
- Q3 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 9,434 shares of FLRT stock, worth $448,775. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,434
Previous 8,741
7.93%
Holding current value
$448,775
Previous $415,000
7.95%
% of portfolio
0.25%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding FLRT
# of Institutions
75Shares Held
4.05MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC816KShares$38.8 Million0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC565KShares$26.9 Million0.01% of portfolio
-
Campbell Capital Management Inc258KShares$12.2 Million4.91% of portfolio
-
Kestra Advisory Services, LLC220KShares$10.5 Million0.06% of portfolio
-
Client First Investment Management LLC West Bend, WI174KShares$8.26 Million6.41% of portfolio